See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,380 | $179,726-93.1% | $156,263-92.1% | $142,382-91.3% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 18.16% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,363 | $5,069-73.1% | $4,333-68.5% | $4,299-68.3% |
| Participant deferral / active EE | $2,842 | $6,956-59.1% | $6,158-53.9% | $6,507-56.3% |
| Admin fee / account holder | $519 | $17,272-97.0% | $14,255-96.4% | $12,624-95.9% |